Insurance, Admin
Crystal Long
AAA
Rhome,TX
Work Preference
Work Type
Full Time
Location Preference
Hybrid
Location:
Rhome, TX, US
Open to relocation:
No
Minimum Desired Compensation
$60000/yr
Important To Me
Career advancementWork-life balanceHealthcare benefitsWork from home optionFlexible work hoursPaid sick leavePersonal development programs
Assistant Insurance Underwriter supporting submission review, risk analysis, and policy processing across commercial and professional liability accounts. Evaluates loss history, prepares claim summaries, and documents coverage details to support carrier decisions. Matches underwriting work with client service discipline developed in high-volume account environments.
1
Certification
9
years of professional experience
Work History
ISC (Insurance Service Coordinator)
2 Years 2 Months
AAA - Coppell, TX | 07.2024 - 09.2026
- Managed client accounts with consistent follow-through on renewal status, documentation, and service requests.
- Supported policy renewal processing by reviewing account information and routing updates to the appropriate teams.
- Tracked endorsement requests and kept policy changes documented accurately for client files.
- Built stronger client relationships through responsive communication and steady account support.
- Handled customer inquiries with clear communication and practical problem-solving across account issues.
- Followed underwriting guidelines when gathering customer details and preparing account information for review.
- Processed policy documentation and updated account details to keep service workflows moving smoothly.
ASSISTANT INSURANCE UNDERWRITER
1 Year 1 Month
IBD Pro A Division Of OREP - Dallas, TX | 01.2023 - 02.2024
- Managed approximately 800-900 renewals and new business accounts annually across commercial and home inspector policies.
- Processed renewals, endorsement requests, certificates of insurance, and evidence of insurability for E&S and E&O accounts.
- Analyzed commercial risks to place E&O and E&S coverage with appropriate carriers.
- Summarized loss run reports into clear claim summaries and descriptions for underwriting review.
- Developed loss prevention strategies to reduce recurring claim exposure and support better renewal outcomes.
- Handled commercial policy processing for accounts with E&S coverage, maintaining timely follow-through on client requests.
- Supported client onboarding and renewal follow-up across multiple account types, reinforcing responsiveness and retention.
CUSTOMER SERVICE AGENT
3 Years 5 Months
Fringe Benefit Group - Plano, TX | 08.2019 - 01.2023
- Answered 75-100 plus calls a day while keeping wait times low and service interactions positive.
- Resolved customer issues through proactive one-call solutions, supporting high satisfaction and faster case closure.
- Maintained strong customer satisfaction by addressing concerns quickly and adjusting approach to customer needs.
- Consulted with outside departments to resolve discrepancies and deliver accurate, practical solutions for customers.
- Evaluated account histories and service trends to identify recurring issues and reduce future customer problems.
- Collaborated with store management and program leadership to recommend corrective actions and service improvements.
- Responded to requests for products, services, and company information with clear, professional customer communication.
CALL CENTER AGENT
1 Year 8 Months
Globe Life - McKinney, TX | 12.2017 - 08.2019
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Addressed customer account discrepancies and concerns.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Reduced process inconsistencies and effectively trained team members on best practices and protocols.
- Responded proactively and positively to rapid change.
Education
Associate of Applied Science - Business Management
Collin County Community College - Plano
Skills
Account management
B2B and B2C sales
Acquisition & lead prospecting
Customer service
Client retention
Customer retention
Client relationship management
Risk assessment
Certification
General Line Property and Casualty #3173395
Timeline
ISC (Insurance Service Coordinator)
AAA
07.2024 - 09.2026Read more
ASSISTANT INSURANCE UNDERWRITER
IBD Pro A Division Of OREP
01.2023 - 02.2024Read more
CUSTOMER SERVICE AGENT
Fringe Benefit Group
08.2019 - 01.2023Read more
CALL CENTER AGENT
Globe Life
12.2017 - 08.2019Read more
Collin County Community College - Associate of Applied Science, Business Management
Read more